Achievement is based on 2025 production among LPL-affiliated investment programs only. LPL Financial’s Summit Club program is based on annual production among LPL-affiliated investment programs only. Not all 28,000 advisors are ranked. Inc. 5000, is an annual ranking of the fastest-growing private companies in the U.S. The list ranks companies based on three years of annual revenue growth supported by firm financial statements and tax returns. o be eligible for the Inc. 5000, a company must: be privately held, for profit, and independent (not a subsidiary or a division of another company), have been founded and generating revenue as of March 31, 2020, have generated a minimum of $100,000 in revenue in 2020, have generated a minimum of $2 million in revenue in 2023
*The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
